Well Planned, Well Invested, Well Protected®
Client Relationship Manager – Mid-Market
Location
Illinois + 2 moreAll locations: Illinois | Louisiana | Tennessee
Posted
2 days ago
Salary
$100.1K - $157.5K / year
Seniority
Senior
Job Description
Client Relationship Manager – Mid-Market
Voya Financial
• Meets with client key stakeholders to develop trust-based relationships within client organizations • Consults with clients and brokers on investment issues including performance, diversification, style, and suitability • Attends Plan Investment and Administrative Committee meetings as appropriate • Analyzes plan data and industry trends and develops a strategic plan around plan design, product, and participant engagement solutions to meet clients’ needs • Leads Voya’s cross-functional service team to execute against the plan and report on effectiveness based on agreed-to metrics • Responsible for client retention and manages RFIs, RFPs, and benchmarking exercises for clients • Manages contract negotiations for existing clients • Responsible for pricing strategy, contract preparation and signing • Negotiates appropriate Service Level Agreements • Works with internal teams to establish live dates and scope out the project details • Responsible for negotiating project costs to clients and managing expectations concerning implementation dates • Identifies business opportunities for both organic growth and cross-sale of other Voya products and solutions
Job Requirements
- 6+ years of experience in client service relationship management for defined contribution plans
- Industry certifications and FINRA series 6 or 7 and 63 licensing will be required
- Strong understanding of retirement plans both corporate and tax exempt as well as a solid investment background
- Strong Client Management experience and skills
- Strong interpersonal, presentation, and negotiation skills
- Excellent verbal and written communications skills
- Bachelor’s Degree or equivalent
- Travel – 25 – 40% of time; Locations – Nation-wide
Benefits
- Health, dental, vision and life insurance plans
- 401(k) Savings plan – with generous company matching contributions (up to 6%)
- Voya Retirement Plan – employer paid cash balance retirement plan (4%)
- Tuition reimbursement up to $5,250/year
- Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
- Paid volunteer time — 40 hours per calendar year
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